LifePlan Financial Group’s CMS Energy CMS Stock Holding History

LifePlan Financial Group’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$7K	Hold	110	–	–	﹤0.01%	436
2020 Q2	$6K	Hold	110	–	–	﹤0.01%	456
2020 Q1	$6K	Sell	110 -607	-85%	-$38.8K	﹤0.01%	432
2019 Q4	$45K	Hold	717	–	–	0.02%	263
2019 Q3	$46K	Hold	717	–	–	0.02%	254
2019 Q2	$42K	Hold	717	–	–	0.02%	256
2019 Q1	$40K	Sell	717 -7	-1%	-$369	0.02%	266
2018 Q4	$36K	Hold	724	–	–	0.02%	270
2018 Q3	$35K	Hold	724	–	–	0.02%	277
2018 Q2	$34K	Hold	724	–	–	0.02%	274
2018 Q1	$33K	Buy	+724	New	+$31.8K	0.02%	269

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LifePlan Financial Group's CMS Position: Q3 2020 in Review

LifePlan Financial Group held its CMS Energy (CMS) position steady in Q3 2020 at 110 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

LifePlan Financial Group first reported a position in CMS in Q1 2018 and has held it in 11 quarters since. The position peaked at $46K in Q3 2019. 556 funds tracked by Wall St. Rank hold CMS as of Q3 2020.

LifePlan Financial Group held 110 shares of CMS Energy worth $7K as of Q3 2020.
LifePlan Financial Group left its CMS Energy share count unchanged in Q3 2020.
CMS Energy made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #436 holding.
LifePlan Financial Group first reported a position in CMS Energy in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's CMS Energy position peaked at $46K in Q3 2019.
556 funds tracked by Wall St. Rank held CMS Energy as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.